Users with Billing Permissions have the functionality to create statements.
Before You Begin
These instructions cover individual statements. If you want to create a bunch of statements for different clients at once you want to click here for batch statements.
Create a Statement
- Navigate to the client's Ledger page; click the blue Statement button at the top.
- The statement's date range will default to the current month. Adjust it to your desired date at the top of the page under Date Range. You can filter by Service Date or Invoice Date.
- Use the Customize Grid menu on the right to augment the statement with information based on your client's preferences by checking the boxes. These are fields that by default are not selected but can be with Customize Grid.
- Invoice Number
- Rendering Provider
- Billing Provider
Once checked, items will be applied to the Invoices & Transactions section of the statement grid.
4. Check the boxes under Exclude From Statements to further customize the statement and exclude insurance responsibility, client responsibility, or $0 balances related to either.
5. Click the Generate Statement button.
6. When you click the Print button you will be able to set a statement date, add a footnote, and display or hide other information. Our statements are designed to fit #10 Window Envelopes (4 1/8 x 9 1/2)
Explanation of Fields
Previous Balance refers to the client's starting balance before these selected dates. The statement captures all changes to the client's ledger during the date range, and shows an ending balance for this period, the Statement Balance, based on the end date selected.
If a client or insurance balance is a negative number, then there is a credit on the client's account for the selected date range. If a client or insurance balance is a positive number, then there is a balance due that the client or insurance owes.
Print or Email Statement
A pop-up message will appear with options to adjust the Statement Date, add a statement message, show the client's insurance and personal info, and display a preferred name.
Here's a quick video to walk you through creating client statements.